Micah Shilanski

Micah Shilanski, CFP®, a financial advisor specialized in tax-aware retirement planning, shares valuable insights on effective tax strategies. He and Steven delve into why advisors need to read tax returns and emphasize the importance of mastering tax fundamentals over flashy gimmicks. They discuss practical tips for communicating tax estimates to clients, the impact of capital gains tax, and the benefits of proactive monitoring of IRMAA changes. Their engaging conversation highlights the need for collaboration between advisors and tax preparers to optimize client outcomes.